Managing tax sets

Last updated:
Edit on GitHub

This document describes how to create, edit, and delete tax sets.

Prerequisites

Before you can create tax sets, make sure you have tax rates.

To start working with tax sets, go to Administration > Tax Sets.

Some sections contain reference information. Make sure to review it before you start, or look up the necessary information as you go through the process.

Creating tax sets

To use this taxes for products, threshold, or shipment methods, create a tax set and assign the tax rate to it.

To create a tax set, do the following:

  1. On the Overview of Tax Sets page, in the top right corner of the page, click Create Tax Set.
  2. On the Create Tax Set page, enter the tax set name and select one or several tax rates to assign. See Reference information: Creating and editing tax sets.
  3. Click Save.

image

Editing a tax set

To change the tax set, do the following:

  1. In the List of tax sets > Actions column, click Edit for a specific tax set.
  2. On the Edit Tax Set page, change the attributes.
  3. Click Save.

Tips and tricks
You can start editing a tax set while viewing it:

  1. On the View Tax Rate page, in the top right corner, click Edit.
  2. Go over the Editing a tax set procedure.

Reference information: Creating and editing tax sets

The following table describes the attributes that are used when creating or updating a tax set.

ATTRIBUTE DESCRIPTION
Name Name of your tax set—for example, Shipment Taxes.
Tax rates List of tax rates available in the Taxes > Tax Rates section. You can assign from one to many values by selecting the checkboxes next.

Viewing a tax set

You can review a specific Tax Set details by clicking View in the List of tax sets > Actions column. The Tax set details page includes the following information:

  • Name
  • Tax set ID
  • Tax rates
  • Created at
  • Updated at

To return back to the list, click Back to Tax Sets.

Deleting a tax set

To delete a tax set, do the following:

  1. In the List of tax sets > Actions column, click Delete for a specific tax set.
  2. To confirm the action, on the Delete Tax Set page, click Delete Tax Set. The tax set is deleted.
Note

Tax rates assigned to a deleted tax set become unassigned but not deleted.

Tips and tricks
You can delete a tax set while viewing it:

  1. On the View Tax Set page, in the top right corner, click Delete.
  2. On the Delete Tax Set page, confirm your action.